Caregiver Burnout is real

Caregiver Burnout is real

COVID-19 has created unprecedented burdens for caregivers. This is especially true for those in the “Sandwich Generation” who live in multigenerational households with their older parents and their own children. A record 41 million Americans are serving as caregivers...
What Can I Do Instead of a Stretch IRA?

What Can I Do Instead of a Stretch IRA?

The idea of leaving a large inheritance to loved ones is a dream for some parents. However, without careful planning, heirs may end up with a large tax bill. When Congress passed the SECURE Act in December 2019, one of the changes was the end of the stretch IRA, as...
Write a Letter of Instruction for Loved Ones

Write a Letter of Instruction for Loved Ones

Have you considered how to write a letter of instructions for loved ones? A letter of intent is frequently recommended for parents of disabled children to share information for when the parent dies. However, letters of intent or a letter of instruction can also be a...